Trust and Estate Essentials
Achieving Success in Family Succession
by O'Sullivan Estate Lawyers

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Trust and Estate Essentials, 4th Edition, is a valuable resource for individuals and families in their succession planning . Written in plain English, this book will guide you on the many necessary gateposts required to create an effective succession plan. Equally important, it will help you think in a thoughtful way about many challenging issues such as incapacity, family meetings, planning for children with special needs, passing down a cottage or other vacation home, and end of life planning. This book will also help educate you on how other countries deal with succession matters--critical if you hold assets and have family in those jurisdictions and will outline the complex issues that arise in cross-border Canada-U.S. and multijurisdictional estate planning and estate administration. The goal of an effective trust and estate lawyer is to help you clarify your wishes and objectives and make good decisions based on consideration of options that will optimize your situation. In short, to put the “success” back into family succession. We hope this book will help you in achieving success in your succession journey.

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"The O'Sullivan team has deep domestic, international and cross-border expertise, and their depth of trust and estate planning knowledge is close to unparalleled. I feel comfortable referring my clients because the nature of their advice is top-drawer. They are true experts." — Toronto Lawyer "Terrific strategist and technical advisor to significant families with international footprints. Provides cutting-edge advice" — Private Wealth Law Respondent, Chambers High Net Worth Guide 2024 "The O'Sullivan team took the time to understand my family's dynamics, provided superb options and gave me time to consider the best solution. They are attentive, responsive and simply good people. For these reasons, they are now my family's estate planners." — Client

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For over 28 years, O’Sullivan Estate Lawyers LLP has been one of Canada’s premier boutique trust and estate law firms; it is well regarded for its thought leadership. The firm’s clients include high net worth and ultra high net worth individuals and families, many of whom have Canada-U.S. cross-border and multijurisdictional connections.

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O'Sullivan Estate Lawyers

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